RF&L Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
Bought
Maintained
Sold
Other funds holding DFUV
SC
IFA
FPAS
TWA
RF&L Wealth Management's DFUV Position: Q2 2026 in Review
RF&L Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.5% in Q2 2026, selling an estimated $153K and leaving 198,014 shares worth $10.9M. The position accounts for 7.37% of the portfolio, ranked #4.
RF&L Wealth Management first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.
- RF&L Wealth Management held 198,014 shares of Dimensional US Marketwide Value ETF worth $10.9M as of Q2 2026.
- RF&L Wealth Management sold 2,918 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $153K.
- Dimensional US Marketwide Value ETF made up 7.37% of RF&L Wealth Management's portfolio in Q2 2026, its #4 holding.
- RF&L Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
- 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.
Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.